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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,056 | $90,607-93.3% | $79,467-92.4% | $135,380-95.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.43% | 977.74%-989.2pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,919 | $3,068-37.4% | $2,800-31.5% | $4,779-59.8% |
| Participant deferral / active EE | $1,919 | $4,050-52.6% | $3,704-48.2% | $5,609-65.8% |
| Admin fee / account holder | $517 | $5,895-91.2% | $5,104-89.9% | $10,828-95.2% |